RSS.Social

JustDario

follow: @[email protected]

Posts

JEROME POWELL’S POINTLESS FIGHT FOR HIS LEGACY

BEYOND THE NIKKEI HIGHS: THE $ 1.9 TRILLION SOLVENCY CRISIS CRIPPLING JAPAN

THE FINAL ACT: HOW THE LBMA COULD UNRAVEL

COREWEAVE: THE WEWORK OF AI

THE RISK OF A SILVER CHAOS

AI IS BECOMING ORACLE’S LITTLE BIGHORN

CENTRAL BANKS ARE DRIVING WHILE LOOKING IN THE REARVIEW MIRROR

WHY SILVER CAN HIT $100 BY MARCH

NVIDIA’S 6M GPU “SHIPPED”: A BACK-OF-THE-ENVELOPE MIRACLE OR THE AI BUBBLE’S BIGGEST RED FLAG?

NVIDIA EARNINGS: MORE QUESTIONS THAN ANSWERS ON THE STATE OF THE AI BUBBLE

TRUMP’S DILEMMA: TO BAILOUT OR NOT TO BAILOUT THE AI BUBBLE

SOFTBANK’S KAMIKAZE BET ON OPENAI

DON’T WORRY, IT’S NOT TOO LATE TO RESCUE THE STOCK BUBBLE

CARVANA FRAUD: THE SMOKING GUN

THE DATA CENTERS FRENZY WILL BE REMEMBERED AS THE LARGEST WASTE OF CAPITAL IN HISTORY

PRIVATE CREDIT: PEOPLE CAN SMELL THE SMOKE, BUT CANNOT SPOT THE FIRE YET

WHY A JEFFERIES BAILOUT IS ONLY A MATTER OF TIME

CARVANA – A TICKING TIME BOMB?

WILL SANAE TAKAICHI LAST LONGER THAN A HEAD OF LETTUCE?

NO ONE WILL CARE ABOUT A US SHUTDOWN, UNLESS IT SPARKS A BANK RUN

THE LAST INNING OF NVIDIA’S GREAT REVENUE FABRICATION SCHEME JUST STARTED

WHY NVIDIA IS NOW PAYING TO SELL ITS OWN GPUs? BECAUSE REAL DEMAND IS FALLING OFF A CLIFF

OPENAI: LITTLE CASH, BUT PLENTY OF PROMISES, IN AN EFFORT TO AVOID BANKRUPTCY

THE GLOBAL DEBT CRISIS: WHY GOLD KEEPS SHINING WHILE DEBT AND CURRENCIES CRASH

BEHIND THE FOG: NVIDIA’S REVENUE RECOGNITION RED FLAGS AND DECLINING CAPACITY AGREEMENTS

COREWEAVE: A FRAUD HIDING IN PLAIN SIGHT

HOW COME THE HIGHER SOFTBANK’S SHARE PRICE GOES, THE BIGGER THE HOLE IN ITS BOOKS?

WHY, INSTEAD OF FIXING US PROBLEMS, FED RATE CUTS WILL WORSEN THEM

HOW BIG TECH SPENDING SPREE MORE AND MORE RESEMBLES 2000s TELECOMS EPIC FAIL